Marcum Wealth’s Markel Group MKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $351K | Sell |
188
-3
| -2% | -$5.61K | 0.03% | 259 |
|
|
2024
Q4 | $330K | Buy |
191
+14
| +8% | +$24.2K | 0.03% | 267 |
|
|
2024
Q3 | $278K | Buy |
177
+12
| +7% | +$18.8K | 0.03% | 303 |
|
|
2024
Q2 | $260K | Buy |
165
+14
| +9% | +$22.1K | 0.03% | 300 |
|
|
2024
Q1 | $230K | Sell |
151
-2
| -1% | -$3.04K | 0.02% | 316 |
|
|
2023
Q4 | $217K | Sell |
153
-4
| -3% | -$5.68K | 0.02% | 318 |
|
|
2023
Q3 | $231K | Sell |
157
-4
| -2% | -$5.89K | 0.03% | 294 |
|
|
2023
Q2 | $223K | Buy |
161
+1
| +0.6% | +$1.38K | 0.03% | 309 |
|
|
2023
Q1 | $204K | Sell |
160
-3
| -2% | -$3.83K | 0.03% | 322 |
|
|
2022
Q4 | $215K | Buy |
+163
| New | +$215K | 0.03% | 298 |
|
|
2022
Q2 | – | Sell |
-157
| Closed | -$232K | – | 406 |
|
|
2022
Q1 | $232K | Buy |
+157
| New | +$232K | 0.03% | 295 |
|